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Dutch Trader

 
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  • The Game of Shorting China MediaExpress Has Been Exposed [View article]
    Who is right or who is wrong is still questionable, my opinion is not questionable because I believe CCME didn't commit fraud.

    Due diligence has been done by a lot of professionals, so why I have to do it?

    I read the MW report and all claims made by MW are already debunked by several sources.

    Feb 14, 2011. 11:48 AM | 6 Likes Like |Link to Comment
  • Election Results: Big Win for GOP, Potential Loss for the Economy [View article]
    "This country is not bankrupt. We are not the European Union. We are not Argentina. We are not Zimbabwe. We most certainly are not Greece. As the monopoly supplier of currency in a floating exchange rate system we can always afford to spend in our own currency."

    A little bit arrogant if you say the European Unity is bankrupt. Northern Europe countries as the Scandinavian countries, Germany and my own country the Netherlands are far from being bankrupt and belong to the TOP-10 of most reliable countries in terms of government accounting and keeping debt levels under control.
    Nov 3, 2010. 11:31 AM | 6 Likes Like |Link to Comment
  • China New Borun: Born to Run or Destined to Fall? [View article]
    SEC filings are the basis for your research (DD). Field research is also very important, that's why I hope a lot of analysts and investors will do the necessary groundwork in China for the people who can't visit China.

    Oct 21, 2010. 08:46 AM | 6 Likes Like |Link to Comment
  • Orient Paper and the Unfortunate Shady Corners of Wall Street [View article]
    Personally I think a lot of professional short sellers use this tactics, including Jim Chanos, Greenberg and other bashers. I my opinion (naked) short selling is unethical when you publish misleading reports and try to benefit from it. This way of making money has to be forbidden.
    Aug 6, 2010. 04:03 PM | 6 Likes Like |Link to Comment
  • NQ Mobile Could Be The Latest Company To Be Acquired Or Taken Private: But At What Price? [View article]
    I agree with you on this conspiracy theory! Personally I think it was an orchestrated attempt from a certain group to throw dirt. Former auditor got scared and couldn't finish its job in time, because they wanted more and more proof beyond regulatory requirements.
    Aug 8, 2014. 10:04 AM | 5 Likes Like |Link to Comment
  • NQ Mobile Could Be The Latest Company To Be Acquired Or Taken Private: But At What Price? [View article]
    I really think there are more (Chinese) PE firms interested in making an offer, especially when the audit results seem to be clean. So just wait and see!
    Aug 8, 2014. 09:52 AM | 5 Likes Like |Link to Comment
  • NQ Mobile: Don't Be Fooled [View article]
    The fable is used to illustrate the position that the natural behaviour of some creatures is inevitable, no matter how they are treated. It is also used to illustrate that individuals are apt to behave in accordance with their true character in spite of the education they might have received throughout their lives and in spite of knowing fully well the right course of action.

    So basically you say: once a cheater, always a cheater or in context with this subject once a shorter, always a shorter.
    Jul 9, 2014. 10:02 AM | 5 Likes Like |Link to Comment
  • NQ Mobile Paid Over $80 Million For A Copyright Violating Live Wallpaper Company? [View article]
    Basically you are saying you use insinuations in your articles to harm the company and profit from trading volatility in the stock. 
    Apr 27, 2014. 03:25 PM | 5 Likes Like |Link to Comment
  • U.S.-Listed China Stocks Vulnerable to Management Buy-Outs [View article]
    Joe, to be honest I don't know the company from a fundamental view.
    So I will not be a long term holder of CSR.

    The intention to going private is there, otherwise the company would not create a Special Committee and retain Nomura and S&S.

    So something is going to happen in the nearby future.

    Otherwise, why they would spend thousands of dollars for legal, financial and accounting advisors?
    Mar 9, 2011. 10:03 AM | 5 Likes Like |Link to Comment
  • China Small Cap Stocks: Should You Buy, Sell, Or Simply Stay Away? [View article]
    Look for example at China Marine Food (seekingalpha.com/symbo...). Oberweis Asset Management was a big buyer recently. From Dutch institutional investors I also know they bought some stocks after visiting the company in China.

    And still shorts are out there claiming frauds without even visiting the company and do some due diligence on the ground in China.
    Feb 20, 2011. 03:29 PM | 5 Likes Like |Link to Comment
  • The Game of Shorting China MediaExpress Has Been Exposed [View article]
    If investors ask you something you answers are mostly the same. You ask for example if people did their own due diligence.

    My question to you would be.

    Did you due diligence on MW?
    It seems that you believe no one else except MW. I would recommend the book: Top Hedge Fund Investors: Stories, Strategies, and Advice by Cathleen M. Rittereiser and Lawrence E. Kochard (Wiley, 2010) so you learn more about the due diligence process of selecting hedge funds.
    Feb 15, 2011. 03:29 AM | 5 Likes Like |Link to Comment
  • Warren Buffett in His Own Words: 23 Timeless Quotes on Investing [View article]
    "Risk comes from not knowing what you're doing"

    Wonderful quote which we all know by now because of the Subprime Crisis.
    Dec 3, 2010. 02:36 PM | 5 Likes Like |Link to Comment
  • China-Biotics Shifts Focus to Fast-Growing Chinese Food Ingredients Industry [View article]
    Your first comment, or comment 100 under different names? I guess you are also part of the Basher's Beach Club.
    Sep 15, 2010. 11:12 AM | 5 Likes Like |Link to Comment
  • Orient Paper: Loeb's Not the Right Firm for the Investigation [View article]
    I guess they picked Loeb & Loeb because of their extensive experience in Chinese RTOs, SPACs and other constructions. So they know what can go wrong and what are the pitfalls.
    Jul 22, 2010. 06:54 AM | 5 Likes Like |Link to Comment
  • Sino Agro Food: Take Action While You Are Waiting [View article]
    Gentlemen, we all have to agree that this company has done well with their IR compared with other US-China small caps. From Facebook to Roadshows.

    SIAF should be a great example for the ones that leave investors in the cold, such as ALN, SPU, and many more China examples.

    Of course we can complain about the CEO, the F-share dividend, and many more issues and/or promises. But at least the company has been open for dialogue and doesn't seem to hide things. They have chosen the growth path which was available, with all the growth pains which came with it. The future will tell us if they were right!
    Jun 10, 2014. 03:40 PM | 4 Likes Like |Link to Comment
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